Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving. Skilled in business management, financial planning, and customer relations.
Overview
21
21
years of professional experience
Work History
Owner
Indeed Believe, LLC
05.2018 - Current
Developed strategic business plans to drive growth and enhance operational efficiency.
Established performance metrics to evaluate team productivity and improve service delivery standards.
Managed day-to-day business operations.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Oversaw financial operations, including budgeting, forecasting, and expense management.
Implemented marketing strategies across digital platforms to increase brand visibility and engagement.
Customer Account Representative
Gainesville Regional Utilities
06.2015 - 11.2019
Managed customer inquiries regarding account status and billing issues.
Processed account changes, ensuring accuracy and compliance with company policies.
Delivered exceptional customer service, resolving complaints effectively and efficiently.
Collaborated with cross-functional teams to enhance customer experience initiatives.
Analyzed customer feedback to identify trends and recommend service improvements.
Implemented streamlined processes for handling account requests, increasing efficiency.
Exceeded performance targets through diligent follow-up on outstanding issues and proactive problemsolving.
Assisted team members with account-related tasks, fostering a collaborative work environment.
Banker
Wells Fargo
06.2014 - 06.2015
Managed customer accounts, providing tailored financial solutions to enhance satisfaction.
Led team in implementing process improvements, resulting in increased operational efficiency.
Analyzed financial data to assess risk and recommend appropriate lending strategies.
Developed comprehensive training materials for new staff, enhancing onboarding processes.
Drove strategic initiatives to optimize branch operations and improve customer engagement levels.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Loan Officer
Florida Credit Union
02.2005 - 02.2010
Evaluated loan applications to determine creditworthiness and risk factors.
Guided clients through loan options, terms, and processes for informed decision-making.
Collaborated with underwriting team to streamline approval workflows and enhance turnaround times.
Mentored junior loan officers on best practices in customer service and compliance standards.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Maintained strict confidentiality of bank records and client information.
Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Submitted loan applications to underwriter for verification and recommendations.
Examined customer loan applications for loan approvals and denials.
Developed strong relationships with customers through high levels of customer service.
Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Advised clients on mortgage, education and personal loans.
Ensured compliance with all federal and state regulations throughout the loan origination process.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Improved loan processing efficiency by streamlining application procedures and documentation requirements.
Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Resolved customer complaints regarding loan products and services, restoring trust and satisfaction.
Collaborated with underwriting team to expedite loan approvals, meeting customer expectations for quick service.
Education
Associate of Arts - Business Administration And Management
University of Phoenix
Tempe, AZ
11-2018
Skills
Strategic planning
Performance metrics
Operational efficiency
Team management
Customer satisfaction
Budget management
Compliance standards
Employee engagement
Loan origination processes
Customer relations
Small business operations
Verbal and written communication
Client service
Business management
Staff management
Team oversight
Staff hiring
Business administration
Hiring and staffing
Attention to detail
Customer service
Decision-making
Team leadership
Customer service management
Scheduling
Timeline
Owner
Indeed Believe, LLC
05.2018 - Current
Customer Account Representative
Gainesville Regional Utilities
06.2015 - 11.2019
Banker
Wells Fargo
06.2014 - 06.2015
Loan Officer
Florida Credit Union
02.2005 - 02.2010
Associate of Arts - Business Administration And Management
General Contractor at AmeriBuilders Construction LLC and NB Construction LLCGeneral Contractor at AmeriBuilders Construction LLC and NB Construction LLC
Development / Startup Support at Sapho Logistic LLC/ Bridgeway transportation LLCDevelopment / Startup Support at Sapho Logistic LLC/ Bridgeway transportation LLC
Outside Golf Ops | Outside Service Supervisor at Invited - Hawkstone Country ClubOutside Golf Ops | Outside Service Supervisor at Invited - Hawkstone Country Club